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Inside Sales Representative
2 weeks ago
Requisition ID: 180555
Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto.
Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors.
Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programsJob Summary:
The world of inside sales is changing.
Digital technology and online meetings have shifted the way we conduct business in terms of accessing information, accessing our clients, and accessing results.
However, building and developing new relationships still requires making a professional connection and the fundamental art of conversation.Responsibilities:
- Partner with the Wholesaler to drive sales within the specified territory and achieve annual sales targets.
- Identify and populate information within the CRM in a timely basis, as information and data are primary drivers of business strategy.
- Share ideas and success stories with the Dynamic Sales Team in a variety of ways, including team meetings, sales collaboration tools and national sales calls.
- Align with Business Controls and Compliance to maintain sales activities and communication that are within our guidelines.
- Keep an archive of all the relevant information pertaining to the products, policies, procedures, and rules for dissemination to the clients.
- Collaborate with members of the team to determine priorities and tasks to be completed.
- Work closely with internal partners to understand the information pertaining to IIROC and MFDA firms/dealerships.
- Participate in special projects, departmental and project group meetings, and sharing feedback when needed.
- Escalate client issues to RVP's and appropriate department(s) when needed.
- Work with the wholesaler in developing a strategic business plan each fiscal year and conduct a quarterly review to ensure benchmarks and goals are aligned.
- Incumbents must adhere to Scotiabank Global Sales Principles and understand how the Bank's risk appetite and risk culture should be considered in daytoday activities and decisions.
Requirements:
- Minimum bachelor's degree in a field such as Commerce, Finance, Business Administration.
- CSC or IFIC certification.
- Minimum 3 years of experience within the Financial Services Industry.
- Super collaborator with impeccable communications skills in English and French.
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